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News & Insights
Use the category and/or funds filter, or the search box below to find News and Insights, including archived commentaries and webcasts.
| Fund Announcements
Source Capital, Inc. announced that it will reorganize into a Delaware Trust after the close of business on December 31, 2024.
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| News
Abhi Patwardhan, Portfolio Manager and Co-Director of Research sits down with InvestmentNews anchor Gregg Greenberg.
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| Webcasts
See the slides, transcript and access the webinar recording
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| Webcasts
See the slides, transcript and access the webinar recording
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| Fund Announcements
The Board of Directors of Source Capital, Inc. approved maintaining the Fund’s regular monthly distribution rate for each of the next three months.
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| Quarterly Commentary
The FPA Crescent Fund – Institutional Class (“Fund” or “Crescent”) gained 3.70% in Q3 2024 and 21.27% in the trailing twelve months.
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| Quarterly Commentary
FPA Flexible Fixed Income Fund (the “Fund”) returned 3.86% in the third quarter of 2024 and 6.34% yearto-date through September 30, 2024.
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| Quarterly Commentary
The FPA Queens Road Small Cap Value Fund (“Fund”) returned 7.48% in the third quarter of 2024 vs. 10.15% for the Russell 2000 Value Index (“R2KV”).
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| Quarterly Commentary
FPA New Income Fund (the “Fund”) returned 3.82% in the third quarter of 2024 and 5.73% year-to-date through September 30, 2024.
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